The YouTuber recommends Calix as a key player in edge AI, specifically for its software platform running on home Wi-Fi gateways. The company transformed from a box seller to a recurring revenue software platform, leading to doubled revenue and improved gross margins, making it a compounding growth story at the network edge.
“And the first one on the list is Calix. And to see why it belongs in an edge video, think about where the edge of the internet actually is. It happens to be the gateway box your home Wi-Fi runs through.”